智通财经APP获悉，地平线机器人-W(09960)涨超4%，截至发稿，涨4.4%，报4.27港元，成交额2508.97万港元。
大摩发布研报称，首予地平线机器人-W“增持”评级，目标价5.5港元，此相当于预测2026财年市销率12倍，并料公司会在2027达收支平衡。报告指出，公司稳健的项目管道对其在中国内地高级辅助驾驶(ADAS)和高级自动驾驶(AD)领域的市占率增长前景良好。该行认为，作为一家第三方自动驾驶解决方案供应商，其在中国内地自动驾驶渗透率上升中处于有利地位。
该行续指，地平线机器人拥有成熟及广泛的客户基础，其灵活的产品组合产生了可扩展的商业模式，使其能够扩大自身的产品或服务，同时帮助提高客户的汽车销售。地平线机器人还拥有相对健康的资产负债表，加上稳定的盈利能力和销售增长，这将帮助其应对潜在的行业挑战并提高市占率。
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